Who we are
Citizens Advice South Warwickshire is a community based organisation helping the people in the South of the County across a range of issues including debt, housing and employment.
This is an exciting and challenging time to join us and I would encourage you to read our information pack and submit an application to be our Trustee Treasurer.
The role
The Treasurer is a key member of the Trustee Board, providing financial oversight and strategic guidance to help secure the long-term sustainability of CASW during a challenging time for the voluntary sector.
Key Responsibilities:
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Advise on the financial implications of CASW’s strategic plans, including financial risk management.
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Collaborate with the CEO and Finance Manager on the presentation of budgets, management accounts, and statutory financial reports to the Board.
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Ensure accurate financial record-keeping and implement appropriate accounting procedures and controls.
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Monitor the financial viability of the organisation and support decisions on resource allocation.
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Ensure that investments and assets are being managed effectively.
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Support Trustees in understanding their financial responsibilities and enhance the Board’s collective financial literacy.
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Oversee compliance with all contractual and funding obligations.
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Promote and uphold good governance in line with CASW’s Articles of Association and Charity Commission best practice.
Candidate Profile:
Essential:
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Passion and commitment to CASW’s mission and strategic goals.
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Strategic mindset with experience interpreting complex financial data and supporting long-term planning.
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A recognised financial qualification or substantial experience in a strategic finance leadership role.
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Demonstrable commitment to diversity, equity, and inclusion.
Desirable:
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Prior experience as a Trustee or Treasurer, particularly in the charity sector.
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Understanding of charity finance regulations and reporting requirements.
Time Commitment:
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Attendance at approximately six Board meetings per year.
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Chairing of the Finance Sub-Committee (approximately six meetings annually).
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Participation in Away Days and occasional ad hoc support to staff or fellow Trustees using financial expertise.
Data Protection Notice:
All application information will be used strictly for recruitment purposes and in accordance with relevant data protection legislation.
Supporting document(s)
- casw-trustee-recruitment-pack-2025-1-.pdf - Download
